David DiStefano
Self-employeed
Gilgo Beach,NY
Summary
Results-driven professional with deep experience in market analysis, trade execution, and client support. Strong Excel and financial analysis skills support timely decisions and disciplined risk management. Proven ability to build trust, improve customer loyalty, and deliver value across fast-paced financial environments.
Work History
Equity Trader
- Executed buy and sell orders across multiple accounts using disciplined risk parameters.
- Managed open positions by adjusting stops, targets, and exposure based on market volatility.
- Analyzed price action, volume trends, and technical indicators to refine trade timing.
- Evaluated news, earnings releases, and sector trends to support informed equity decisions.
Sales Manager
- Developed quotations, pricing proposals, and bid responses for custom fabrication opportunities.
- Coordinated sales pipeline activity, tracking leads, follow-ups, and opportunity status in CRM.
- Increased sales revenue by developing and implementing effective sales strategies.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
Fixed Income Trader
- Executed fixed income trades across rates, credit, and treasury products using electronic trading platforms.
- Monitored market liquidity, pricing, and yield curve movements to identify trading opportunities.
- Analyzed market data, cash flows, and relative value signals to support trade decisions.
- Managed intraday risk exposure through hedge adjustments and position review.
Commodity Broker
- Executed energy commodity trades across physical and derivatives markets with emphasis on accuracy and market timing.
- Monitored price movements, supply conditions, and market news to identify trading opportunities for clients.
- Maintained strong client relationships through responsive communication and consistent trade execution support.
- Managed a large client base, ensuring each received personalized advice tailored to their individual needs and objectives.
- Increased client satisfaction by providing timely and accurate market analysis for informed decision making.
Education
Bachelor of Arts - Sociology
- Dartmouth Football
- Theta Delta Chi Fraternity
Skills
Options trading
Technical analysis
Financial analysis
Excel
Client relationship management
Spanish fluency
Interests
Boating and Beaches
Avid Skier
Cooking and Cuisine
New York Sports Fan
Timeline
Equity Trader
Self-employeed
2007 - 2016Read More
Sales Manager
DK Fabrications
2007 - 2012Read More
Fixed Income Trader
Goldenberg, Hehmeyer
2003 - 2006Read More
Commodity Broker
PREBON ENERGY
1997 - 2002Read More
Dartmouth College
Bachelor of Arts from Sociology
Read More